Get Financial Advice During Our Free Workshops

Free financial workshops are back

After a busy summer packed full of events, BMI Federal Credit Union's free financial education workshops are in full swing. Our award-winning Money Management program provides free financial education to our members and community. The program focuses on more than just rebuilding credit, it is designed to help all members, regardless of where they are financially in their lives. From budgeting, to debt management or buying a home, our Certified Financial Counselors host free workshops and seminars that are designed to improve the financial lives of our members and the community.

Our schedule might change as different workshops are added, so if you don't see a topic that interests you, check back later to see what new workshops are being added. Please feel free to contact us with topic suggestions for future workshops.

All workshops are hosted at our office at 6165 Emerald Parkway, in Dublin, unless otherwise noted. You do not have to be a member of BMI Federal Credit Union to attend a workshop. If you can't make it to a free workshop, schedule a free appointment with a Certified Financial Counselor to discuss your specific financial goals.

Keep reading to learn more about upcoming workshops offered by BMI Federal Credit Union. 

Social Security 101

What: Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or disabled. Seniors can learn more about what retirement benefits are available to them, how to become eligible, and how to get the most from their benefits. Darren Lutz, Social Security Public Affairs Specialist for Ohio, will lead this workshop. 

When: 10 a.m. Sept. 19

Attend our savings seminar

Medicare & Muffins 

What: The Seniority Benefit Group will provide an overview of everything you need to know about Medicare and the Annual Open Enrollment period. Please note that this event is only for educational purposes and no plan-specific benefits or details will be shared.

When: 10 a.m. Oct. 3

Asset Protection Planning

What: Geoff Kunkler, associate attorney for Carlile Patchen & Murphy LLP, will discuss how to safeguard your estate from probate, taxes and long-term care. 

When: 10 a.m. Oct. 10

Savings Seminar

What: Topics discussed will include stacking coupons, saving without coupons, digital coupons and timing your shopping excursions. Retail Deals Expert Laurie Dixon will host this seminar. 

When: 10 a.m. Oct. 17

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